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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
Branch Locations
1700 West Park Drive Suite 250, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Westborough | MA | 03/2026 | Present |
| Fidelity Investments | Merrimack | NH | 02/2025 | 03/2026 |
| Gen Ii Fund Services | Boston | MA | 02/2024 | 02/2025 |
| Bain & Company | Boston | MA | 07/2022 | 05/2024 |
| National Grid | Boston | MA | 01/2022 | 07/2022 |
| Bcg | Boston | MA | 03/2019 | 12/2021 |
| Ifaw | Yarmouth | MA | 11/2017 | 03/2019 |
| State Street | Boston | MA | 06/2017 | 11/2017 |
| Bain Capital | Boston | MA | 04/2014 | 06/2017 |
| Nylife Securities Llc | Westborough | MA | 04/2026 | Present |
| Eagle Strategies Llc | Westborough | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-19 |
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